Casey's General StoresCASY

13F holders, Q2 2024 (June 30)
667holders +74
114new positions
40sold out
9famous investors
$380.99avg. 13F price*

At the end of Q2 2024, 667 institutions reported holding Casey's General Stores Inc. (CASY) in their 13F filings, up 74 from Q1 2024. 114 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($1.2B) and T. Rowe Price Investment Management, Inc. ($698.5M). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Casey's General Stores Inc.
Sector
Consumer Discretionary
CUSIP
147528103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 593Q1 2024Q2 2024: 667Q2 2024Q3 2024: 678Q3 2024Q4 2024: 705Q4 2024Q1 2025: 740Q1 2025Q2 2025: 791Q2 2025Q3 2025: 814Q3 2025Q4 2025: 865Q4 2025Q1 2026: 964Q1 2026Q2 2026: 1,086Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions114$225.8M
Exits40$165.7M

All 13F filers, Q1 2024 → Q2 2024: 3,320,981 shares bought and 2,756,831 shares sold, net +564,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 667 holders

Vanguard Group Inc. 0.03% Reduce -1.5% 3,771,753 $1.4B
BlackRock Inc. 0.03% Reduce -2.7% 3,254,267 $1.2B
T. Rowe Price Investment Management, Inc. 0.44% Reduce -0.4% 1,830,588 $698.5M
Morgan Stanley 0.05% Add +14.8% 1,630,681 $622.2M
State Street Corp. 0.02% Reduce -4.0% 1,321,864 $504.4M
Clearbridge Investments, LLC 0.32% Reduce -18.3% 1,033,631 $394.4M
FMR LLC 0.02% Add +18.8% 1,008,604 $384.8M
Janus Henderson Group PLC 0.15% Reduce -6.7% 716,727 $273.5M
Geode Capital Management, LLC 0.02% Add +2.0% 647,060 $247.0M
JPMorgan Chase & Co. 0.02% Add +47.6% 640,654 $244.4M
Vontobel Holding Ltd. 0.75% Add +7955.5% 604,888 $230.8M
Dimensional Fund Advisors LP 0.05% Add +3.3% 468,650 $178.8M
Envestnet Asset Management Inc. 0.06% Add +20.4% 458,044 $174.8M
Norges Bank 0.03% Add +0.5% 447,591 $170.8M
Macquarie Group Ltd. 0.19% Add +1.7% 440,727 $168.2M
Brown Advisory Inc. 0.21% Reduce -25.9% 414,533 $158.2M
Congress Asset Management Co. 1.05% Add +9.3% 384,882 $146.9M
Bank of New York Mellon Corp 0.03% Reduce -0.2% 368,870 $140.7M
Franklin Resources Inc. 0.04% Add +479.0% 349,651 $133.4M
Invesco Ltd. 0.02% Reduce -11.3% 296,216 $113.0M
Northern Trust Corp. 0.02% Add +8.0% 282,712 $107.9M
Principal Financial Group Inc. 0.06% Reduce -4.1% 279,930 $106.8M
Copeland Capital Management, LLC 1.95% Reduce -18.2% 273,443 $104.3M
Charles Schwab Investment Management Inc. 0.02% Add +1.4% 272,630 $104.0M
Eagle Asset Management Inc. 0.53% Reduce -36.1% 260,481 $98.3M
Skye Global Management LP 1.97% Add +273.1% 228,500 $87.2M
Thrivent Financial for Lutherans 0.17% Reduce -37.5% 218,360 $83.3M
Teacher Retirement System of Texas 0.47% Add +2.1% 217,702 $83.1M
Ameriprise Financial Inc. 0.02% Add +11.8% 215,488 $82.2M
Raymond James & Associates 0.05% Reduce -1.4% 213,292 $81.4M
TD Asset Management Inc 0.07% Reduce -4.9% 209,488 $79.9M
Citadel Advisors 0.07% Add +20.6% 193,391 $73.8M
California Public Employees Retirement System 0.05% Reduce -11.8% 190,019 $72.5M
Epoch Investment Partners, Inc. 0.33% Reduce -8.9% 187,422 $71.5M
Goldman Sachs Group Inc. 0.01% Add +28.3% 186,419 $71.1M
T. Rowe Price Associates Inc. 0.01% Add +5.3% 183,588 $70.1M
Bridges Investment Management Inc. 1.03% Add +110.0% 177,190 $67.6M
Millennium Management 0.06% New 172,320 $65.8M
Scout Investments, Inc. 1.62% Reduce -11.7% 158,059 $60.3M
Bank of America Corp. 0.01% Reduce -6.8% 146,359 $55.8M
Mairs & Power Inc. 0.53% Add +4.2% 143,490 $54.8M
Anchor Capital Advisors LLC 1.54% Reduce -29.8% 143,202 $54.6M
Samlyn Capital, LLC 0.93% Add +63.2% 141,743 $54.1M
Alliancebernstein L.P. 0.02% Reduce -16.6% 137,414 $52.4M
D. E. Shaw & Co. 0.08% Reduce -27.5% 135,641 $51.8M
American Century Companies Inc. 0.03% Add +189.1% 132,375 $50.5M
Victory Capital Management Inc. 0.05% Add +95.6% 125,561 $47.9M
Dearborn Partners LLC 2.07% Reduce -2.2% 125,439 $47.9M
Pensioenfonds Rail & Ov 3.53% Reduce -0.4% 123,383 $47.1M
Rhumbline Advisers 0.04% Reduce -2.0% 122,309 $46.7M
Benjamin F. Edwards & Company, Inc. 0.82% Reduce -0.5% 122,075 $46.6M
Nuveen Asset Management, LLC 0.01% Add +6.3% 121,502 $46.4M
Wedge Capital Management L L P 0.81% Reduce -14.4% 120,178 $45.9M
DAVENPORT & Co LLC 0.26% Add +0.7% 108,370 $41.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +56.5% 103,068 $39.3M
ProShare Advisors LLC 0.10% Reduce -6.0% 100,185 $38.2M
Martingale Asset Management L P 0.75% Reduce -15.1% 91,513 $34.9M
Loomis Sayles & Co. L P 0.05% Reduce -10.7% 90,807 $34.6M
AQR Capital Management 0.05% Reduce -21.8% 86,369 $33.0M
Legal & General Group Plc 0.01% Reduce -8.9% 79,090 $30.2M
STRS Ohio 0.12% Reduce -34.4% 76,858 $29.3M
Royal Bank of Canada 0.01% Reduce -4.4% 76,286 $29.1M
Corient Private Wealth LP 0.05% Add +7.8% 75,245 $28.7M
Wells Fargo & Company 0.01% Reduce -15.1% 75,056 $28.6M
Hunter Perkins Capital Management, LLC 5.94% Reduce -2.9% 74,014 $28.2M
Swiss National Bank 0.02% Reduce -0.4% 72,887 $27.8M
Retirement Systems of Alabama 0.10% Reduce -1.3% 70,688 $27.0M
Rheos Capital Works Inc. 1.32% Add +34.9% 66,100 $25.2M
Stifel Financial Corp. 0.03% Add +2.5% 65,565 $25.0M
River Road Asset Management, LLC 0.35% Reduce -43.4% 63,456 $24.2M
Primecap Management Co. 0.02% New 63,200 $24.1M
First Trust Advisors LP 0.02% Reduce -12.3% 62,820 $24.0M
Axiom Investors LLC 0.20% Add +31.4% 61,302 $23.4M
LPL Financial LLC 0.01% Add +29.9% 60,465 $23.1M
Natixis Advisors, LLC 0.05% Reduce -51.5% 58,862 $22.5M
WCM Investment Management, LLC 0.05% Reduce -10.5% 56,756 $21.7M
UBS Group AG 0.01% Add +145.4% 56,815 $21.7M
Scopus Asset Management, L.P. 0.67% Reduce -42.9% 55,754 $21.3M
Nicola Wealth Management LTD. 1.88% No change 55,000 $21.0M
Cerity Partners LLC 0.06% Reduce -1.1% 54,819 $20.9M
Sei Investments Co. 0.03% Add +20.1% 54,234 $20.7M
Bridgewater Associates 0.10% Reduce -12.2% 50,116 $19.1M
Baird Financial Group, Inc. 0.04% Add +20.7% 48,779 $18.6M
Corebridge Financial, Inc. 0.10% — 46,899 $17.9M
Financial Counselors Inc. 0.29% Reduce -1.0% 46,579 $17.8M
Segall Bryant & Hamill, LLC 0.31% Add +10.6% 46,193 $17.6M
Advisors Capital Management, LLC 0.31% Add +1.6% 46,184 $17.6M
Zacks Investment Management 0.19% Add +4.4% 44,033 $16.8M
EULAV Asset Management 0.45% New 43,200 $16.5M
Wellington Management Group LLP 0.00% Add +6.5% 43,168 $16.5M
New York State Teachers Retirement System 0.03% Reduce -4.6% 43,167 $16.5M
Deutsche Bank AG 0.01% Reduce -21.9% 42,311 $16.1M
CW Advisors, LLC 0.26% Add +1362.5% 42,061 $16.0M
1832 Asset Management L.P. 0.03% Reduce -14.4% 41,783 $15.9M
Acadian Asset Management LLC 0.05% Reduce -86.2% 41,791 $15.9M
AXA S.A. 0.05% Add +14.5% 40,677 $15.5M
New York State Common Retirement Fund 0.02% Reduce -0.2% 40,117 $15.3M
Russell Investments Group, Ltd. 0.02% Reduce -10.7% 37,187 $14.2M
California State Teachers Retirement System 0.02% Reduce -3.0% 36,432 $13.9M
WealthPlan Investment Management, LLC 2.09% Reduce -7.7% 36,221 $13.8M
JLB & Associates Inc. 1.80% Add +15.1% 34,984 $13.3M
Focus Partners Wealth 0.04% Add +101.2% 34,958 $13.3M
Truist Financial Corp. 0.02% Reduce -17.9% 34,248 $13.1M
Azimuth Capital Investment Management LLC 0.52% Add +2.0% 33,501 $12.8M
Hantz Financial Services, Inc. 0.25% Add +565.2% 33,495 $12.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -16.2% 33,266 $12.7M
Alps Advisors Inc. 0.09% Add +15.4% 32,554 $12.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 32,122 $12.3M
Speece Thorson Capital Group Inc. 2.29% Reduce -1.8% 29,391 $11.2M
Man Group plc 0.03% Add +962.6% 29,072 $11.1M
Paragon Capital Management LLC 5.90% Reduce -1.2% 28,650 $10.9M
Treasurer of the State of North Carolina 0.05% Add +18.9% 27,966 $10.7M
Smith Salley Wealth Management 0.77% Add +8.4% 27,957 $10.7M
Jane Street Group, LLC 0.01% Add +49.3% 27,841 $10.6M
Gateway Investment Advisers LLC 0.12% No change 27,074 $10.3M
Holocene Advisors, LP 0.04% New 26,310 $10.0M
State of Wisconsin Investment Board 0.03% Reduce -57.6% 26,194 $10.0M
Whittier Trust Co. 0.14% Add +5.3% 25,415 $9.7M
Trexquant Investment LP 0.15% New 25,384 $9.7M
Leeward Investments, LLC - MA 0.44% Reduce -22.1% 24,932 $9.5M
Aptus Capital Advisors, LLC 0.18% Add +24.0% 24,799 $9.5M
Bank of Montreal 0.00% Add +9.1% 23,685 $9.0M
Amalgamated Bank 0.07% Reduce -9.7% 22,834 $8.7M
WealthPLAN Partners, LLC 0.93% Reduce -10.9% 22,809 $8.7M
Carnegie Investment Counsel 0.27% Add +257.6% 22,733 $8.7M
Mutual of America Capital Management LLC 0.09% Reduce -4.1% 21,195 $8.1M
Arkfeld Wealth Strategies, L.L.C. 4.05% Add +0.7% 21,715 $8.0M
CANADA LIFE ASSURANCE Co 0.01% Add +9.3% 19,936 $7.6M
MetLife Investment Management, LLC 0.04% Reduce -4.0% 19,791 $7.6M
Castleark Management LLC 0.30% Reduce -0.8% 19,080 $7.3M
Comerica Bank 0.03% Reduce -12.4% 18,961 $7.2M
Nordea Investment Management AB 0.01% Reduce -16.0% 18,406 $7.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -39.4% 18,450 $7.0M
State of Tennessee, Department of Treasury 0.03% Reduce -23.3% 18,075 $6.9M
Townsquare Capital LLC 0.09% Add +202.8% 17,760 $6.8M
Public Employees Retirement System of Ohio 0.03% Add +0.1% 17,583 $6.7M
ExodusPoint Capital Management, LP 0.07% New 17,551 $6.7M
Citigroup Inc. 0.01% Add +63.1% 17,520 $6.7M
Kestra Advisory Services, LLC 0.04% Add +4.4% 17,378 $6.6M
Capital Insight Partners, LLC 1.24% Reduce -3.3% 17,253 $6.6M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.4% 16,750 $6.4M
Illinois Municipal Retirement Fund 0.10% No change 16,745 $6.4M
Ameritas Investment Partners, Inc. 0.21% Reduce -6.9% 15,806 $6.0M
Granite Investment Partners, LLC 0.25% Reduce -1.8% 15,773 $6.0M
Two Sigma Investments, LP 0.01% Add +101.1% 15,722 $6.0M
Van Eck Associates Corp. 0.01% Add +16.3% 15,161 $5.8M
Buckhead Capital Management LLC 1.96% Reduce -12.6% 15,152 $5.8M
Cwm, LLC 0.03% Add +134.9% 14,128 $5.4M
Nisa Investment Advisors, LLC 0.03% Add +6.8% 13,871 $5.3M
Whittier Trust Co. of Nevada Inc. 0.15% Add +3.8% 13,731 $5.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -34.3% 13,667 $5.2M
HighTower Advisors, LLC 0.01% New 13,596 $5.2M
PNC Financial Services Group, Inc. 0.00% Reduce -13.4% 13,393 $5.1M
State of Alaska, Department of Revenue 0.06% No change 13,171 $5.0M
Stratos Wealth Partners, LTD. 0.08% Add +0.2% 12,956 $4.9M
Watchman Group, Inc. 1.58% Reduce -3.3% 12,938 $4.9M
Highland Capital Management, LLC 0.29% New 12,840 $4.9M
Oppenheimer & Co. Inc. 0.08% Add +0.3% 12,769 $4.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -65.0% 12,668 $4.8M
Mariner, LLC 0.01% Add +3.8% 12,509 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +0.2% 12,490 $4.8M
BNP Paribas Financial Markets 0.01% Add +21.3% 12,325 $4.7M
Anthracite Investment Company, Inc. 2.50% Add +8.8% 12,300 $4.7M
Commerce Bank 0.03% Reduce -15.8% 12,234 $4.7M
Trek Financial, LLC 0.37% New 12,161 $4.6M
Teachers Retirement System of the State of Kentucky 0.04% No change 12,123 $4.6M
Marshall Wace, LLP 0.01% Add +113.3% 12,065 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -10.9% 11,855 $4.5M
Orion Porfolio Solutions, LLC 0.05% Reduce -8.2% 11,821 $4.5M
Orion Portfolio Solutions, LLC 0.05% Reduce -8.2% 11,821 $4.5M
Voya Investment Management LLC 0.01% Add +31.3% 11,710 $4.5M
Ieq Capital, LLC 0.06% New 11,420 $4.4M
Robbins Farley 2.28% Add +3.7% 11,222 $4.3M
Algert Global LLC 0.14% Add +32.4% 10,868 $4.1M
Barclays PLC 0.00% Reduce -75.8% 10,685 $4.1M
Fruth Investment Management 1.09% Add +0.1% 10,534 $4.0M
Louisiana State Employees Retirement System 0.08% Reduce -1.9% 10,500 $4.0M
Torray Investment Partners LLC 0.60% New 10,440 $4.0M
Arizona State Retirement System 0.03% Add +1.6% 10,363 $4.0M
Moors & Cabot, Inc. 0.21% Add +15.0% 10,360 $4.0M
First Hawaiian Bank 0.13% Add +79.9% 10,252 $3.9M
Evexia Wealth LLC 1.46% Reduce -1.5% 10,237 $3.9M
Moran Wealth Management, LLC 0.13% Add +4.3% 10,096 $3.9M
Cetera Investment Advisers 0.01% Add +7.2% 9,955 $3.8M
VELA Investment Management, LLC 1.34% Reduce -35.5% 9,954 $3.8M
Shaker Investments LLC 1.65% Reduce -0.2% 9,942 $3.8M
Beacon Investment Advisors LLC 1.88% Add +0.5% 9,619 $3.7M
Montag A & Associates Inc. 0.19% No change 9,617 $3.7M
Point72 Asset Management 0.01% New 9,577 $3.7M
Arete Wealth Advisors, LLC 0.30% New 9,628 $3.6M
Synovus Financial Corp. 0.05% Add +348.1% 9,517 $3.6M
ICW Investment Advisors LLC 1.62% Reduce -2.1% 9,362 $3.6M
Legacy Financial Group LLC 0.68% Reduce -0.4% 9,098 $3.5M
Meeder Asset Management Inc. 0.24% Add +70.3% 9,085 $3.5M
State of Michigan Retirement System 0.02% Reduce -2.2% 8,921 $3.4M
Rip Road Capital Partners LP 2.97% Reduce -75.9% 8,866 $3.4M
Aventail Capital Group, LP 0.23% New 8,649 $3.3M
Henshaw Capital LLC 0.15% Add +27.5% 8,490 $3.2M
CI Investments Inc. 0.01% Reduce -14.9% 8,445 $3.2M
Creative Planning 0.00% Add +12.5% 8,333 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.2% 8,262 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -11.8% 8,256 $3.2M
Bank of New Hampshire 0.82% Reduce -1.2% 8,246 $3.1M
Thompson Siegel & Walmsley LLC 0.05% Reduce -56.7% 8,222 $3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.1% 8,205 $3.1M
Dean Investment Associates, LLC 0.44% Add +20.5% 8,114 $3.1M
WD Rutherford LLC 1.55% Add +24.9% 8,090 $3.1M
Monument Capital Management 0.91% Add +3.3% 8,076 $3.1M
Gabelli Funds LLC 0.02% Add +6.7% 8,000 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +7.0% 7,937 $3.0M
South Dakota Investment Council 0.06% Reduce -0.1% 7,865 $3.0M
Sigma Planning Corp 0.10% New 7,860 $3.0M
Prime Capital Investment Advisors, LLC 0.04% Add +30.5% 7,826 $3.0M
DekaBank Deutsche Girozentrale 0.01% Reduce -71.3% 7,717 $2.9M
Oregon Public Employees Retirement Fund 0.06% Reduce -16.3% 7,692 $2.9M
Teza Capital Management LLC 0.36% New 7,670 $2.9M
Pacer Advisors, Inc. 0.01% Add +19.1% 7,650 $2.9M
New Mexico Educational Retirement Board 0.10% No change 7,600 $2.9M
Quantinno Capital Management LP 0.05% Add +4.0% 7,585 $2.9M
US Bancorp \de 0.00% Add +170.3% 7,575 $2.9M
James Investment Research, Inc. 0.34% Add +2.6% 7,510 $2.9M
Nations Financial Group Inc, /Ia/ 0.23% Reduce -1.2% 7,473 $2.9M
Sit Investment Associates Inc. 0.06% No change 7,325 $2.8M
Quantbot Technologies LP 0.13% New 7,165 $2.7M
Hudson Bay Capital Management LP 0.02% New 7,133 $2.7M
Dividend Assets Capital, LLC 0.55% Reduce -2.8% 7,045 $2.7M
O'shaughnessy Asset Management, LLC 0.03% Add +0.6% 7,019 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +14.5% 6,910 $2.6M
Inspire Investing, LLC 0.30% Add +1.3% 6,891 $2.6M
Mesirow Institutional Investment Management, Inc. 0.23% Reduce -20.0% 6,866 $2.6M
Freedom Day Solutions, LLC 0.88% Add +4.2% 6,804 $2.6M
Benjamin Edwards Inc. 0.50% Reduce -3.5% 6,789 $2.6M
Clifford Swan Investment Counsel LLC 0.10% Reduce -4.4% 6,790 $2.6M
Bath Savings Trust Co 0.26% Add +624.4% 6,433 $2.5M
Prosperitas Financial LLC 1.48% Add +2.7% 6,370 $2.4M
Virtu Financial LLC 0.17% New 6,363 $2.4M
First National Bank of Omaha 0.16% Reduce -6.7% 6,297 $2.4M
Utah Retirement Systems 0.03% Reduce -4.6% 6,136 $2.3M
Jump Financial, LLC 0.05% New 6,082 $2.3M
Susquehanna International Group, LLP 0.00% New 5,978 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -30.0% 5,815 $2.2M
Impax Asset Management Group plc 0.01% Reduce -38.6% 5,803 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Add +21.2% 5,747 $2.2M
SG Americas Securities, LLC 0.01% New 5,722 $2.2M
First Merchants Corp. 0.09% Reduce -4.4% 5,559 $2.1M
Zions Bancorporation, N.A. 0.17% Reduce -4.0% 5,508 $2.1M
Islay Capital Management, LLC 1.52% Add +5.7% 5,505 $2.1M
Foster Group, Inc. 0.08% Add +267.9% 5,504 $2.1M
Danske Bank A/S 0.01% Reduce -22.5% 5,380 $2.1M
Johnson Financial Group, Inc. 0.10% Add +181.3% 5,350 $2.0M
Wendell David Associates Inc. 0.21% Add +65.2% 5,285 $2.0M
Ferguson Wellman Capital Management, Inc. 0.04% No change 5,240 $2.0M
Burney Co./ 0.08% Reduce -6.3% 5,220 $2.0M
Cresset Asset Management, LLC 0.01% Add +2.7% 5,011 $1.9M
Bank of Nova Scotia 0.00% Add +340.1% 5,000 $1.9M
Security National Bank 0.27% Reduce -0.7% 4,947 $1.9M
Pathstone Holdings, LLC 0.01% Add +0.4% 4,823 $1.8M
Pictet Asset Management Holding SA 0.00% Add +2.5% 4,756 $1.8M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +59.2% 4,729 $1.8M
Schonfeld Strategic Advisors LLC 0.01% New 4,706 $1.8M
Foresight Global Investors, Inc. 0.86% No change 4,670 $1.8M
Scientech Research LLC 0.36% New 4,640 $1.8M
Keybank National Association 0.01% Reduce -3.4% 4,622 $1.8M
Xponance LLC 0.02% Reduce -6.4% 4,587 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +12.7% 4,568 $1.7M
Fortem Financial Group, LLC 0.75% Add +2.1% 4,558 $1.7M
Susquehanna Fundamental Investments, LLC 0.04% Add +82.5% 4,551 $1.7M
SpiderRock Advisors, LLC 0.05% Reduce -2.4% 4,537 $1.7M
Prairie Wealth Advisors, Inc. 0.88% Add +0.9% 4,535 $1.7M
Qube Research & Technologies Ltd 0.00% New 4,522 $1.7M
Eukles Asset Management 0.73% Reduce -2.0% 4,411 $1.7M
Intech Investment Management LLC 0.02% New 4,343 $1.7M
Lazard Asset Management LLC 0.00% Reduce -29.4% 4,345 $1.7M
Prudential Financial Inc. 0.00% Add +1.5% 4,311 $1.6M
Federated Hermes, Inc. 0.00% Add +6.8% 4,275 $1.6M
Campbell & CO Investment Adviser LLC 0.14% New 4,264 $1.6M
Mgo One Seven LLC 0.08% Add +23.7% 4,240 $1.6M
Arbor Capital Management Inc. 1.46% Reduce -3.5% 4,241 $1.6M
Sanctuary Advisors, LLC 0.01% — 4,991 $1.6M
Valmark Advisers, Inc. 0.03% Reduce -2.5% 4,170 $1.6M
Panagora Asset Management Inc. 0.01% Reduce -31.7% 4,155 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 4,103 $1.6M
Avantax Planning Partners, Inc. 0.05% No change 4,101 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -62.7% 4,071 $1.6M
Pearl River Capital, LLC 0.25% New 4,056 $1.5M
Guggenheim Capital LLC 0.01% Reduce -60.6% 4,026 $1.5M
Prescott Group Capital Management, L.L.C. 0.24% No change 4,000 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.4% 3,931 $1.5M
LVM Capital Management Ltd. 0.17% No change 3,890 $1.5M
Sepio Capital, LP 0.13% Add +11.4% 3,831 $1.5M
Fuller & Thaler Asset Management, Inc. 0.01% Add +169.3% 3,670 $1.4M
Captrust Financial Advisors 0.00% Reduce -5.5% 3,662 $1.4M
MML Investors Services, LLC 0.01% Add +3.4% 3,654 $1.4M
Private Advisor Group, LLC 0.01% Add +5.2% 3,604 $1.4M
Waterloo Capital, L.P. 0.16% Add +12.4% 3,550 $1.4M
PEAK6 Investments LLC 0.06% Add +31.9% 3,548 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -5.4% 3,537 $1.3M
Schroder Investment Management Group 0.00% Add +2.4% 3,520 $1.3M
Summit Global Investments 0.09% Add +157.4% 3,423 $1.3M
Westover Capital Advisors, LLC 0.33% Reduce -8.7% 3,329 $1.3M
Central Pacific Bank - Trust Division 0.16% Add +2.9% 3,324 $1.3M
Mercer Global Advisors Inc. 0.00% Add +1754.5% 45,880 $1.3M
Barden Capital Management, Inc. 1.18% Add +1.1% 3,271 $1.2M
Vestcor Inc 0.04% Reduce -5.0% 3,248 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -76.5% 3,200 $1.2M
Bridgefront Capital, LLC 0.50% New 3,118 $1.2M
Atria Investments, Inc 0.02% New 3,098 $1.2M
Atria Wealth Solutions, Inc. 0.01% Add +28.7% 3,087 $1.2M
Seven Eight Capital, LP 0.12% New 3,068 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -3.7% 2,953 $1.1M
Linden Thomas Advisory Services, LLC 0.17% Add +2.3% 2,947 $1.1M
Walleye Capital LLC 0.01% Add +4.0% 2,912 $1.1M
Liberty One Investment Management, LLC 0.12% Reduce -12.6% 2,876 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% No change 2,851 $1.1M
Concurrent Investment Advisors, LLC 0.04% Reduce -9.2% 2,839 $1.1M
Maryland State Retirement & Pension System 0.02% No change 2,815 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +80.1% 2,800 $1.1M
TrinityPoint Wealth, LLC 0.17% Add +0.5% 2,800 $1.1M
Texas Yale Capital Corp. 0.05% No change 2,743 $1.0M
Point72 Hong Kong Ltd 0.06% New 2,732 $1.0M
Cyndeo Wealth Partners, LLC 0.08% Reduce -0.3% 2,726 $1.0M
Bailard, Inc. 0.03% New 2,677 $1.0M
FSB Premier Wealth Management, Inc. 0.44% No change 2,541 $970K
Dorsey & Whitney Trust CO LLC 0.07% Add +35.1% 2,523 $963K
GLOBALT Investments LLC / GA 0.04% New 2,491 $950K
Elevation Point Wealth Partners, LLC 0.08% New 2,487 $949K
Fiduciary Family Office, LLC 0.37% Reduce -34.5% 2,464 $940K
Harbor Capital Advisors, Inc. 0.07% Add +202.5% 2,447 $934K
Kenora Financial, LLC 0.39% Reduce -6.2% 2,436 $929K
Allianz Asset Management GmbH 0.00% Add +28.9% 2,391 $912K
MAI Capital Management 0.01% Reduce -3.7% 2,369 $904K
Avantax Advisory Services, Inc. 0.01% Add +233.6% 2,362 $901K
UMB Bank, n.a. 0.01% Reduce -28.9% 2,343 $894K
Viawealth, LLC 0.55% No change 2,314 $883K
McKinley Capital Management LLC 0.15% Reduce -15.0% 2,300 $878K
Glenmede Trust Co. NA 0.00% Reduce -93.2% 2,299 $877K
Tributary Capital Management, LLC 0.07% Reduce -1.0% 2,289 $873K
Portside Wealth Group, LLC 0.17% Add +150.4% 2,286 $872K
Principal Securities, Inc. 0.02% Add +20.6% 2,276 $869K
Dynamic Technology Lab Private Ltd 0.10% New 2,252 $859K
TD Private Client Wealth LLC 0.03% Reduce -13.3% 2,235 $853K
Sequoia Financial Advisors, LLC 0.01% Add +19.5% 2,215 $845K
Norden Group LLC 0.17% Add +120.0% 2,213 $845K
Lecap Asset Management Ltd. 0.18% New 2,182 $833K
Exchange Traded Concepts, LLC 0.02% Add +4.8% 2,178 $831K
Olistico Wealth, LLC 0.53% No change 2,168 $827K
GAMCO Investors 0.01% Reduce -15.9% 2,160 $824K
Encompass Wealth Advisors, LLC 0.22% Add +26.5% 2,150 $820K
First Eagle Investment Management, LLC 0.00% Add +15.3% 2,107 $804K
Diversify Wealth Management, LLC 0.10% — 2,115 $787K
Private Trust Co. NA 0.08% Add +43.2% 2,045 $780K
Wealth Advisors of Iowa, LLC 0.43% Add +0.1% 2,038 $778K
Rafferty Asset Management, LLC 0.00% Add +16.6% 2,019 $770K
Nkcfo LLC 0.42% Reduce -25.9% 2,000 $763K
Quadrature Capital Ltd 0.01% New 1,989 $759K
Renaissance Group LLC 0.03% Reduce -0.7% 1,976 $754K
Virtus Investment Advisers, LLC 0.68% No change 1,967 $751K
Dynasty Wealth Management, LLC 0.02% Add +1.4% 1,939 $740K
NewEdge Advisors, LLC 0.01% Add +83.9% 1,909 $728K
OneDigital Investment Advisors LLC 0.01% Add +23.0% 1,891 $721K
Sunbelt Securities, Inc. 0.07% Add +13.8% 1,849 $705K
Kestra Investment Management, LLC 0.05% — 1,844 $704K
Orser Capital Management, LLC 0.52% No change 1,800 $687K
Northeast Financial Consultants Inc 0.03% No change 1,800 $687K
Busey Bank 0.02% No change 1,793 $684K
First Bank & Trust 0.14% No change 1,771 $676K
Fifth Third Wealth Advisors LLC 0.05% New 1,758 $671K
Financial Advocates Investment Management 0.04% Add +22.8% 1,757 $670K
M&T Bank Corp 0.00% Add +2.1% 1,756 $670K
Seelaus Asset Management LLC 0.70% No change 1,752 $668K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -19.3% 1,741 $665K
D.A. Davidson & Co. 0.01% No change 1,733 $661K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -3.5% 1,725 $658K
Oak Ridge Investments LLC 0.06% New 1,724 $658K
Verition Fund Management LLC 0.01% New 1,724 $658K
Crawford Investment Counsel Inc. 0.01% Reduce -25.6% 1,710 $652K
Bessemer Group Inc. 0.00% Reduce -23.2% 1,711 $652K
Fifth Third Bancorp 0.00% Add +18.6% 1,694 $646K
Robeco Institutional Asset Management B.V. 0.00% No change 1,664 $635K
Ethic Inc. 0.01% Reduce -2.1% 1,661 $634K
YHB Investment Advisors, Inc. 0.05% Add +13.7% 1,632 $623K
Parallel Advisors, LLC 0.02% Add +1.1% 1,622 $619K
Choreo, LLC 0.01% New 1,629 $614K
City State Bank 0.25% Add +10.4% 1,596 $609K
Symmetry Partners, LLC 0.03% Reduce -6.0% 1,580 $603K
Ritholtz Wealth Management 0.02% Reduce -5.1% 1,559 $595K
Knollwood Investment Advisory, LLC 0.07% New 1,557 $594K
Procyon Advisors, LLC 0.04% Add +48.5% 1,556 $594K
Independent Wealth Network Inc. 0.28% Add +9.0% 1,555 $593K
Farther Finance Advisors, LLC 0.03% Add +4.1% 1,539 $581K
Equitable Holdings, Inc. 0.01% Reduce -1.1% 1,486 $567K
Shelton Capital Management 0.02% Reduce -5.2% 1,478 $564K
Maverick Capital 0.01% Reduce -47.2% 1,477 $564K
Worldquant Millennium Advisors LLC 0.01% New 1,457 $556K
IHT Wealth Management, LLC 0.02% Add +24.0% 1,446 $552K
Soros Capital Management LLC 0.30% New 1,435 $548K
Pecaut & Co. 0.21% No change 1,425 $544K
Trueblood Wealth Management, LLC 0.31% Add +8.3% 1,424 $543K
Blair William & Co. 0.00% Reduce -4.2% 1,424 $543K
Pittenger & Anderson Inc. 0.02% Add +7.4% 1,405 $536K
Nebula Research & Development LLC 0.09% New 1,397 $533K
Intrust Bank NA 0.06% Add +11.0% 1,389 $530K
Mitchell Sinkler & Starr 0.14% Add +27.5% 1,390 $526K
Park Avenue Securities LLC 0.01% New 1,372 $524K
Snowden Capital Advisors LLC 0.02% Reduce -33.5% 1,368 $522K
Clarity Asset Management, Inc. 0.37% Add +0.1% 1,361 $519K
Northwest Wealth Management, LLC 0.13% Add +13.5% 1,328 $507K
HighPoint Advisor Group LLC 0.03% Add +0.1% 1,301 $504K
Tower Research Capital LLC (TRC) 0.01% Reduce -54.9% 1,312 $501K
Gilbert & Cook, Inc. 0.07% No change 1,296 $494K
Alliance Wealth Advisors, LLC 0.14% New 1,291 $493K
Gibbs Wealth Management 0.20% New 1,282 $489K
First National Advisers, LLC 0.09% Add +6.9% 1,279 $488K
LexAurum Advisors, LLC 0.12% No change 1,277 $487K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -1.2% 1,255 $479K
Menard Financial Group LLC 0.34% No change 1,250 $477K
Freedom Investment Management, Inc. 0.04% Reduce -22.6% 1,248 $476K
Raymond James Trust N.A. 0.01% Add +11.7% 1,237 $472K
Syon Capital LLC 0.04% Add +0.2% 1,222 $466K
Mokosak Advisory Group, LLC 0.15% Add +0.3% 1,206 $460K
Yorktown Management & Research Co Inc 0.49% No change 1,200 $458K
Americana Partners, LLC 0.04% No change 1,200 $458K
&partners 0.02% New 1,162 $443K
Headlands Technologies LLC 0.05% New 1,149 $438K
Ontario Teachers Pension Plan Board 0.00% Reduce -61.9% 1,127 $430K
Schechter Investment Advisors, LLC 0.03% Add +1.5% 1,126 $430K
Cynosure Group, LLC 0.07% Add +2.7% 1,113 $425K
Union Savings Bank 0.22% Reduce -5.1% 1,110 $424K
Steph & Co. 0.14% Reduce -9.8% 1,105 $422K
Templeton & Phillips Capital Management, LLC 0.37% No change 1,100 $420K
Jefferies Financial Group Inc. 0.01% Reduce -6.0% 1,090 $416K
Tectonic Advisors LLC 0.03% Add +5.3% 1,079 $412K
Profund Advisors LLC 0.02% Reduce -26.9% 1,074 $410K
Vident Advisory, LLC 0.01% Reduce -12.5% 1,068 $408K
Cadent Capital Advisors, LLC 0.17% Add +14.8% 1,066 $407K
Personal Cfo Solutions, LLC 0.06% Reduce -18.3% 1,056 $403K
King Wealth Management Group 0.07% No change 1,050 $401K
CIBC Asset Management Inc 0.00% Reduce -2.7% 1,044 $398K
Security National Bank of So Dak 0.24% Reduce -23.8% 1,043 $398K
GYL Financial Synergies, LLC 0.03% Reduce -2.4% 1,021 $390K
USA Financial Formulas 0.06% Reduce -3.6% 1,008 $385K
WealthTrust Axiom LLC 0.13% No change 1,000 $382K
Maven Securities LTD 0.06% New 1,000 $382K
Verdad Advisers, LP 0.44% No change 990 $378K
Coldstream Capital Management Inc. 0.01% Reduce -6.1% 988 $377K
Savant Capital, LLC 0.00% Add +2.0% 967 $369K
Jones Financial Companies LLLP 0.00% Add +1533.9% 964 $368K
Verus Capital Partners, LLC 0.04% Reduce -1.0% 961 $367K
Kestra Private Wealth Services, LLC 0.01% Add +50.2% 957 $365K
Morningstar Investment Services LLC 0.00% Reduce -27.7% 952 $364K
Wealthcare Advisory Partners LLC 0.01% New 952 $363K
Oak Thistle LLC 0.27% New 951 $363K
LGT Fund Management Co Ltd. 0.05% New 950 $362K
AE Wealth Management LLC 0.00% Add +26.6% 941 $359K
Heritage Investment Group, Inc. 0.05% No change 935 $357K
Wedbush Securities Inc. 0.01% New 932 $356K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.9% 933 $356K
Oarsman Capital, Inc. 0.08% No change 925 $353K
Canandaigua National Bank & Trust Co. 0.04% New 925 $353K
Steele Capital Management, Inc. 0.02% No change 911 $347K
Edmonds Duncan Registered Investment Advisors, LLC 0.08% No change 903 $345K
New Hampshire Trust 0.08% Add +0.2% 895 $341K
Harbour Investments, Inc. 0.01% Reduce -4.6% 885 $338K
Laidlaw Wealth Management LLC 0.19% Reduce -15.8% 884 $337K
Simplex Trading, LLC 0.01% Reduce -79.8% 881 $336K
Stephens Inc. 0.01% Reduce -68.4% 879 $335K
KBC Group NV 0.00% Add +17.2% 879 $335K
Diversify Advisory Services, LLC 0.02% Reduce -55.1% 926 $334K
Walker Asset Management, LLC 0.22% No change 875 $334K
First Trust Direct Indexing L.P. 0.02% Add +30.6% 870 $332K
PAX Financial Group, LLC 0.06% New 862 $329K
Advisors Asset Management, Inc. 0.01% Add +736.3% 853 $325K
RDA Financial Network 0.10% Reduce -0.8% 839 $320K
Walleye Trading LLC 0.01% Reduce -65.9% 837 $319K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 834 $318K
Integrated Wealth Concepts LLC 0.00% Add +15.6% 823 $314K
Northwestern Mutual Wealth Management Co. 0.00% Add +59.2% 820 $313K
Philip James Wealth Mangement, LLC 0.21% Reduce -5.3% 811 $309K
Crossmark Global Holdings, Inc. 0.01% Reduce -20.0% 803 $306K
Forum Financial Management, LP 0.01% Add +0.4% 801 $306K
Regal Investment Advisors LLC 0.02% New 786 $300K
NDVR, Inc. 0.31% Reduce -8.0% 776 $296K
Motley Fool Asset Management LLC 0.02% Add +1.3% 784 $296K
Bayesian Capital Management, LP 0.03% New 768 $293K
Boothbay Fund Management, LLC 0.01% New 761 $290K
Covenant Partners, LLC 0.09% New 751 $287K
Accel Wealth Management 0.11% No change 741 $283K
Navellier & Associates Inc. 0.03% No change 738 $282K
Quadrant Capital Group LLC 0.02% Add +17.0% 730 $279K
Scotia Capital Inc. 0.00% Reduce -27.0% 730 $279K
Bradley Foster & Sargent Inc. 0.00% New 717 $274K
Argent Trust Co 0.01% New 707 $270K
Smith, Moore & Co. 0.03% Reduce -0.4% 699 $267K
SeaCrest Wealth Management, LLC 0.03% Reduce -1.4% 698 $266K
GAMMA Investing LLC 0.04% Add +95.8% 691 $264K
Koshinski Asset Management, Inc. 0.02% Add +1.7% 730 $263K
Burns J W & Co. Inc. 0.04% Reduce -10.2% 684 $261K
MQS Management LLC 0.16% New 679 $259K
HSBC Holdings PLC 0.00% Reduce -88.8% 679 $259K
Strategy Asset Managers LLC 0.06% Add +5.0% 1,061 $259K
Berger Financial Group, Inc 0.02% Add +1.7% 669 $255K
World Equity Group, Inc. 0.08% Reduce -49.9% 668 $255K
Ancora Advisors LLC 0.01% No change 665 $254K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 661 $252K
Nomura Holdings Inc. 0.00% New 661 $252K
Capital World Investors 0.00% New 660 $252K
Goldstone Financial Group, LLC 0.05% No change 650 $248K
Wallace Advisory Group, LLC 0.18% New 646 $246K
West Bancorporation Inc. 0.18% New 640 $244K
Allen Capital Group, LLC 0.03% Reduce -20.4% 624 $238K
Axq Capital, LP 0.06% New 621 $237K
Tidal Investments LLC 0.00% Reduce -7.9% 618 $236K
Apollon Wealth Management, LLC 0.01% New 606 $231K
United Capital Financial Advisors, LLC 0.00% New 590 $225K
CreativeOne Wealth, LLC 0.01% Reduce -28.9% 567 $216K
J. W. Coons Advisors, LLC 0.04% New 565 $216K
Gotham Asset Management 0.00% New 564 $215K
Advisory Services Network, LLC 0.00% New 562 $215K
BlackDiamond Wealth Management, LLC 0.14% Reduce -29.7% 563 $211K
BNC Wealth Management, LLC 0.08% New 552 $211K
AlphaQuest LLC 0.03% New 547 $209K
Washington Trust Bank 0.02% New 543 $207K
Cozad Asset Management Inc. 0.02% New 541 $206K
Sheaff Brock Investment Advisors, LLC 0.02% New 540 $206K
Brown Brothers Harriman & Co. 0.00% No change 540 $206K
Elgethun Capital Management 0.05% No change 539 $206K
Journey Strategic Wealth LLC 0.01% New 534 $204K
First Horizon Advisors, Inc. 0.01% Add +2.9% 534 $204K
Avestar Capital, LLC 0.02% Reduce -54.8% 534 $204K
Concourse Financial Group Securities, Inc. 0.01% Add +80.5% 529 $202K
Compound Planning, Inc. 0.01% New 529 $202K
Clarus Wealth Advisors 0.11% New 552 $201K
Allworth Financial LP 0.00% Add +7.8% 522 $197K
Harvest Fund Management Co., Ltd 0.01% New 514 $196K
Huntington National Bank 0.00% Add +11.1% 489 $187K
Financial Network Wealth Advisors LLC 0.14% New 485 $185K
CENTRAL TRUST Co 0.00% No change 475 $181K
Globeflex Capital L P 0.02% Reduce -79.0% 472 $180K
Ravenstone Capital Management Inc. 0.11% Add +28.6% 450 $172K
Signaturefd, LLC 0.00% Add +25.4% 440 $168K
Avior Wealth Management, LLC 0.01% Reduce -9.4% 404 $154K
Twin Tree Management, LP 0.00% New 399 $152K
EntryPoint Capital, LLC 0.07% New 396 $151K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.3% 381 $145K
Quent Capital, LLC 0.01% Reduce -4.2% 321 $123K
AdvisorNet Financial, Inc 0.01% Add +10.1% 317 $121K
Raleigh Capital Management Inc. 0.05% Add +54.4% 315 $120K
LGT Financial Advisors LLC 0.24% Reduce -66.0% 301 $115K
Lindbrook Capital, LLC 0.01% Add +2.1% 294 $112K
Blue Trust, Inc. 0.00% Add +227.1% 350 $111K
AdvisorShares Investments LLC 0.02% Reduce -40.8% 290 $109K
Adirondack Trust Co. 0.04% No change 270 $103K
Country Trust Bank 0.00% No change 250 $95K
Nomura Asset Management Co. Ltd. 0.00% No change 248 $95K
CIBC Private Wealth Group LLC 0.00% Reduce -55.1% 257 $94K
Pinnacle Bancorp, Inc. 0.03% No change 232 $89K
West Financial Advisors, LLC 0.02% Add +3.5% 205 $78K
Quarry LP 0.03% New 190 $72K
Ashton Thomas Private Wealth, LLC 0.00% New 177 $68K
TD Waterhouse Canada Inc. 0.00% Add +108.2% 177 $67K
Legacy Bridge, LLC 0.04% No change 171 $65K
Janiczek Wealth Management, LLC 0.01% Reduce -4.6% 167 $64K
Mirae Asset Global Investments Co., Ltd. 0.00% New 160 $61K
National Bank of Canada 0.00% Add +1.3% 151 $57K
C M Bidwell & Associates Ltd. 0.03% No change 134 $51K
Alaska Permanent Fund Corp 0.00% No change 129 $50K
Bokf, NA 0.00% Add +12.0% 131 $50K
V-Square Quantitative Management LLC 0.01% No change 129 $49K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.5% 123 $47K
Arax Advisory Partners 0.00% Reduce -25.3% 118 $45K
Salem Investment Counselors Inc. 0.00% No change 118 $45K
IFP Advisors, Inc 0.00% Add +289.3% 109 $42K
Group One Trading LLC 0.00% New 109 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.9% 109 $42K
Bank & Trust Co 0.03% — 104 $40K
Clearstead Advisors, LLC 0.00% Add +120.0% 99 $38K
Colonial Trust Co / SC 0.01% No change 97 $37K
Great Lakes Retirement, Inc. 0.01% New 97 $37K
Rise Advisors, LLC 0.02% No change 94 $36K
Creative Financial Designs Inc. 0.00% No change 90 $34K
Innealta Capital, LLC 0.01% New 85 $32K
Paladin Advisory Group, LLC 0.02% No change 84 $32K
Park Place Capital Corp 0.01% New 81 $31K
JFS Wealth Advisors, LLC 0.00% No change 70 $27K
Riverview Trust Co 0.02% No change 68 $26K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 67 $26K
Iron Horse Wealth Management, LLC 0.01% No change 65 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -18.9% 60 $23K
Opal Wealth Advisors, LLC 0.01% New 59 $23K
Centerpoint Advisors, LLC 0.01% Reduce -26.0% 57 $22K
Global Retirement Partners, LLC 0.00% Reduce -31.3% 57 $22K
Geneos Wealth Management Inc. 0.00% New 53 $20K
Smithfield Trust Co 0.00% No change 53 $20K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -23.1% 50 $19K
ICA Group Wealth Management, LLC 0.01% Reduce -66.2% 50 $19K
Covestor Ltd 0.01% No change 50 $19K
Matrix Trust Co 0.00% Add +53.3% 46 $18K
Criterion Capital Advisors, LLC 0.01% Reduce -23.3% 46 $18K
RE Dickinson Investment Advisors, LLC 0.01% No change 45 $17K
Frazier Financial Advisors, LLC 0.01% Add +18.4% 45 $17K
Parkside Financial Bank & Trust 0.00% Add +73.1% 45 $17K
Smartleaf Asset Management LLC 0.00% Add +131.6% 44 $17K
Mather Group, Llc. 0.00% Add +160.0% 52 $17K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 39 $15K
EverSource Wealth Advisors, LLC 0.00% Add +15.2% 38 $15K
Lynx Investment Advisory 0.01% — 35 $13K
Anchor Investment Management, LLC 0.00% New 35 $13K
St Germain D J Co. Inc. 0.00% New 35 $13K
ORG Partners LLC 0.00% New 35 $13K
Capital Advisors, Ltd. LLC 0.00% Add +72.2% 31 $12K
Private Wealth Management Group, LLC 0.01% No change 31 $12K
Assetmark, Inc. 0.00% Add +63.2% 31 $12K
Creekmur Asset Management LLC 0.00% No change 30 $11K
Lanark Financial, Inc. 0.00% Reduce -40.0% 30 $11K
Bell Investment Advisors, Inc 0.00% Add +18.2% 26 $10K
LRI Investments, LLC 0.00% No change 26 $10K
CVA Family Office, LLC 0.00% No change 23 $9K
Washington Trust Advisors, Inc. 0.00% Reduce -19.2% 21 $8K
Versant Capital Management, Inc 0.00% No change 21 $8K
Hexagon Capital Partners LLC 0.00% No change 20 $8K
Pineridge Advisors LLC 0.00% New 20 $8K
M&R Capital Management Inc. 0.00% No change 20 $8K
Amundi 0.00% No change 19 $7K
Sound Income Strategies, LLC 0.00% No change 18 $7K
Bogart Wealth, LLC 0.00% No change 18 $7K
Crewe Advisors LLC 0.00% New 15 $6K
Gilliland Jeter Wealth Management LLC 0.00% New 15 $6K
SJS Investment Consulting Inc. 0.00% No change 14 $5K
Global Financial Private Client, LLC 0.00% No change 14 $5K
SWS Partners 0.00% New 14 $5K
Elevation Wealth Partners, LLC 0.00% New 13 $5K
Ridgewood Investments LLC 0.00% New 12 $5K
Webster Bank, N. A. 0.00% No change 12 $5K
Venturi Wealth Management, LLC 0.00% New 12 $5K
Valued Wealth Advisors LLC 0.00% No change 11 $4K
Naples Money Management LLC 0.00% No change 11 $4K
Concord Wealth Partners 0.00% No change 10 $4K
Continuum Advisory, LLC 0.00% No change 10 $4K
Ransom Advisory, Ltd 0.00% New 9 $3K
Raffa Wealth Management, LLC 0.00% No change 9 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +14.3% 8 $3K
POM Investment Strategies, LLC 0.00% No change 8 $3K
WR Wealth Planners, LLC 0.00% Reduce -20.0% 8 $3K
West Paces Advisors Inc. 0.00% No change 7 $3K
Prestige Wealth Management Group LLC 0.00% No change 7 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 7 $3K
Cornerstone Planning Group LLC 0.00% No change 7 $3K
Spire Wealth Management 0.00% Reduce -40.0% 6 $2K
Tsfg, LLC 0.00% No change 4 $2K
Tortoise Investment Management, LLC 0.00% No change 5 $2K
Sachetta, LLC 0.00% New 4 $2K
Manchester Capital Management LLC 0.00% No change 4 $2K
Carolinas Wealth Consulting LLC 0.00% Add +33.3% 4 $1K
Bruce G. Allen Investments, LLC 0.00% No change 3 $1K
Abich Financial Wealth Management LLC 0.00% Reduce -78.6% 3 $1K
Rakuten Securities, Inc. 0.00% New 3 $1K
Key Financial Inc 0.00% New 3 $1K
SYSTM Wealth Solutions LLC 0.00% New 3 $1K
Financial Management Professionals, Inc. 0.00% No change 3 $1K
True Wealth Design, LLC 0.00% Add +100.0% 2 $764
Castleview Partners, LLC 0.00% Reduce -33.3% 2 $763
Balefire, LLC 0.00% Reduce -60.0% 2 $763
Missouri Trust & Investment Co 0.00% No change 2 $763
Financial Gravity Asset Management, Inc. 0.00% Reduce -33.3% 2 $763
Cedar Mountain Advisors, LLC 0.00% No change 2 $763
TFC Financial Management, Inc. 0.00% No change 1 $382
Avion Wealth 0.00% New 1 $0

"% of holder's portfolio" is CASY's weight in each manager's 13F, not the share of Casey's General Stores Inc. the manager owns.